Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
39+ 2.52% |
$15.8K - $18.7K
|
1.59K
$756K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-302- 2.31% |
$122K - $145K
|
12.8K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
50+ 4.25% |
$20.3K - $23.9K
|
1.23K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
96+ 6.54% |
$38.9K - $45.9K
|
1.56K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-260- 3.84% |
$105K - $124K
|
6.51K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
69+ 1.84% |
$28K - $33K
|
3.82K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-177- 2.12% |
$71.7K - $84.7K
|
8.17K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 0.44% |
$21.9K - $25.8K
|
12.4K
$5.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-216- 21.54% |
$87.5K - $103K
|
787
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 4.2% |
$1.02M - $1.2M
|
57.2K
$27.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-53- 2.72% |
$21.5K - $25.4K
|
1.9K
$904K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 35.21% |
$429K - $506K
|
1.95K
$928K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
526New |
$213K - $252K
|
526
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-65- 1.13% |
$26.3K - $31.1K
|
5.71K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
147+ 2.11% |
$59.6K - $70.3K
|
7.11K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-190- 3.55% |
$77K - $90.9K
|
5.16K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
420+ 18.85% |
$170K - $201K
|
2.65K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-178- 0.74% |
$72.1K - $85.2K
|
24K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.5% |
$39.7K - $46.9K
|
19.7K
$9.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
751+ 140.64% |
$304K - $359K
|
1.29K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
666+ 13.38% |
$270K - $319K
|
5.65K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-4.1K- 12.9% |
$1.66M - $1.96M
|
27.7K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-127- 11.57% |
$51.5K - $60.8K
|
971
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
18+ 0.19% |
$7.29K - $8.61K
|
9.55K
$4.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.05K+ 7.49% |
$427K - $504K
|
15.1K
$7.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
157+ 36.18% |
$63.6K - $75.1K
|
591
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.92K+ 47.25% |
$1.59M - $1.88M
|
12.2K
$5.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$7.7K - $9.09K
|
3.94K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
470+ 23.77% |
$190K - $225K
|
2.45K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-115- 0.93% |
$46.6K - $55K
|
12.3K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 274.15% |
$10.5M - $12.4M
|
35.3K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-74- 1.56% |
$30K - $35.4K
|
4.67K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.04% |
$810 - $957
|
5.48K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
349+ 5.33% |
$141K - $167K
|
6.9K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
55+ 1.17% |
$22.3K - $26.3K
|
4.77K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
25+ 0.1% |
$10.1K - $12K
|
24.7K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
312+ 6.76% |
$126K - $149K
|
4.93K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
208+ 15.08% |
$84.3K - $99.5K
|
1.59K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.09K+ 20.38% |
$440K - $520K
|
6.42K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
334+ 27.31% |
$135K - $160K
|
1.56K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
632New |
$256K - $302K
|
632
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 1.83% |
$7.29K - $8.61K
|
1K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-353- 0.86% |
$143K - $169K
|
40.5K
$19.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.84% |
$105K - $124K
|
14.3K
$6.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
301+ 0.81% |
$122K - $144K
|
37.5K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-868- 1.15% |
$352K - $415K
|
74.7K
$35.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-685- 2.68% |
$278K - $328K
|
24.9K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.68K- 35.83% |
$681K - $804K
|
3.01K
$1.43M
|